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Juncture Wealth Strategies’s TotalEnergies TTE Stock Holding History

Juncture Wealth Strategies’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,900
Closed -$12K – 89
2015
Q3 		$12K Buy
10,900
+10,770
+8,285% +$508K 0.01% 81
2015
Q2 		$29K Buy
+130
New +$6.73K 0.02% 77

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Juncture Wealth Strategies's TTE Position: Q1 2025 in Review

Juncture Wealth Strategies sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 5,685 shares — an estimated $310K sold.

Juncture Wealth Strategies first reported a position in TTE in Q4 2014 and held it in 36 quarters. The position peaked at $1.83M in Q4 2014. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

  • Juncture Wealth Strategies reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,685 TotalEnergies shares in Q1 2025, an estimated $310K.
  • Juncture Wealth Strategies first reported a position in TotalEnergies in Q4 2014 and held it in 36 quarters.
  • Juncture Wealth Strategies's TotalEnergies position peaked at $1.83M in Q4 2014.
  • 825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Juncture Wealth Strategies's 13F filing for Q1 2025, filed 10 Apr 2025.